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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED | 2021-05-19 |
Branch Locations
2222 W Pinnacle Peak Rd #160, Phoenix, AZ 85027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2004 | 05/2021 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 05/2021 | Present |
(1)Name of Business: SilverTree Collective Address: 2222 W Pinnacle Peak Rd Ste 160, Phoenix, AZ, 85027-1224, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: PLLC for our Raymond James business activities and affiliates (2)Name of Business: SilverTree Wealth Partners Address: 2222 W. Pinnacle Peak Rd, Ste 160, Phoenix, AZ, 85027, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 05/20/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: This is the DBA for our Raymond James Affiliate (3)Name of Business: The SilverTree Foundation Address: 14350 N. 87th Street , Scottsdale, AZ, 85260, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 11/11/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Responsible for tracking contribution and donations for accounting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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